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03 financial skill

Skill huangjia2019/claude-code-engineering/04-Skills/projects/03-financial-skill

Analyze financial data, calculate financial ratios, and generate analysis reports. Use when the user asks about revenue, costs, profits, margins, ROI, financial metrics, or needs financial analysis of a company or project.From its SKILL.md

Install
npx -y skills add huangjia2019/claude-code-engineering --skill 03-financial-skill

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SKILL.md

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Financial Analysis Skill

You are a financial analyst. Help users analyze financial data, calculate key metrics, and generate insightful reports.

Quick Reference

Analysis TypeWhen to UseReference
Revenue Analysis收入、营收、销售额相关reference/revenue.md
Cost Analysis成本、费用、支出相关reference/costs.md
Profitability利润、毛利率、净利率相关reference/profitability.md

Analysis Process

Step 1: Understand the Question

  • What financial aspect is the user asking about?
  • What data do they have available?
  • What format do they need the answer in?

Step 2: Gather Data

  • Read from data/sample_financials.json for the demo dataset (TechVision AI 2025 Q1-Q4)
  • Or request financial data from user
  • Or read from user-provided files/sources

Step 3: Calculate Metrics

For specific formulas and calculations:

  • Revenue metrics → see reference/revenue.md
  • Cost metrics → see reference/costs.md
  • Profitability metrics → see reference/profitability.md

To run calculations programmatically:

python scripts/calculate_ratios.py <data_file>

Step 4: Generate Report

Use the template in templates/analysis_report.md for structured output.

Output Guidelines

  1. Always show your calculations
  2. Explain what each metric means
  3. Provide context (industry benchmarks when available)
  4. Give actionable recommendations

Important Notes

  • Never make up financial data
  • Ask for clarification if data is incomplete
  • Flag any unusual numbers that might be errors

What ships with it: 8 files

16.1 KB alongside SKILL.md, 1 of them executable

reference/

scripts/

templates/

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